Armbruster Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and retirement plan services. Financial planning was provided to 251–500 clients last fiscal year.
Armbruster Capital Management reports 524 clients. They include 257 high-net-worth individuals, 205 individual clients, and 30 pension and profit-sharing plans. Of its assets, 91.5% ($966M across 495 accounts) are managed with discretion; $89.3M across 29 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 8% |
| High-net-worth individuals | 49% | 78% |
| Pension and profit-sharing plans | 6% | 9% |
| Charitable organizations | 4% | 5% |
| Corporations and other businesses | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 205 | $79.9M | 7.6% | $390K |
| High-net-worth individuals | 257 | $818M | 77.6% | $3.18M |
| Pension and profit-sharing plans | 30 | $89.7M | 8.5% | $2.99M |
| Charitable organizations | 22 | $55.5M | 5.3% | $2.52M |
| Corporations and other businesses | 10 | $11.7M | 1.1% | $1.17M |
| Total | 524 | $1.06B | 100% | $2.01M |
- Clients
- 205
- Regulatory AUM
- $79.9M
- AUM share
- 7.6%
- Avg. per client
- $390K
- Clients
- 257
- Regulatory AUM
- $818M
- AUM share
- 77.6%
- Avg. per client
- $3.18M
- Clients
- 30
- Regulatory AUM
- $89.7M
- AUM share
- 8.5%
- Avg. per client
- $2.99M
- Clients
- 22
- Regulatory AUM
- $55.5M
- AUM share
- 5.3%
- Avg. per client
- $2.52M
- Clients
- 10
- Regulatory AUM
- $11.7M
- AUM share
- 1.1%
- Avg. per client
- $1.17M
Total
- Clients
- 524
- Regulatory AUM
- $1.06B
- AUM share
- 100%
- Avg. per client
- $2.01M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Armbruster Capital Management charges 0.40%–0.60% a year for its Regular fee schedule. The fee is negotiable.
Fee details and sources
Mark Armbruster owns 25% to 50% of Armbruster Capital Management. The leadership team of Armbruster Capital Management includes President Christopher Cebula and Chief Compliance Officer Tarryn Rozen. It has 9 employees, 7 of them in advisory roles.
Staff
- 9 employees
- 7 in advisory functions
- 7 state-registered reps
- 1 soliciting firm
- Owns 25% to 50% of Armbruster Capital Management, Inc.
Mark Armbruster
Control person · since December 2022
- Owns 10% to 25% of Armbruster Capital Management, Inc.
Christopher Cebula
Control person · since December 2022
- Owns 10% to 25% of Armbruster Capital Management, Inc.
Nipa Armbruster
since September 2024
- Owns 5% to 10% of Armbruster Capital Management, Inc.
Omar Armbruster
since December 2025
- Owns 5% to 10% of Armbruster Capital Management, Inc.
Amer Armbruster
since December 2025
- Owns 5% to 10% of Armbruster Capital Management, Inc.
Nyla Armbruster
since December 2025
Armbruster Capital Management’s regulatory assets grew 2.0× from $521M (March 2021) to $1.06B (July 2026); clients rose from 323 to 524 and employees from 7 to 9. In 2021, Apex Advisors joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $1.06B | 524 | 9 | 1 |
| Mar 2025March 2025 | $901M | 485 | 10 | 1 |
| Mar 2024March 2024 | $742M | 393 | 8 | 1 |
| Mar 2023March 2023 | $670M | 400 | 7 | 1 |
| Mar 2022March 2022 | $727M | 379 | 8 | 1 |
| Mar 2021March 2021 | $521M | 323 | 7 | 1 |
Firms that joined
20211 joined
- Apex AdvisorsNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Armbruster Capital Management has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 1250 Pittsford Victor Road, Building 100, Suite 180, PittsfordHQ
Contact and registration details
- Legal name
- Armbruster Capital Management, Inc.
- Headquarters
- 1250 Pittsford Victor Road, Building 100, Suite 180, Pittsford, NY 14534
- Website
- armbrustercapital.com
- Phone
- 585-381-4180
- @armbrustercapital
- SEC file
- 801-71184
- Founded
- 2009
- Structure
- New York corporation
- Fiscal year end
- December
Armbruster Capital Management’s named custodian for separately managed accounts is Charles Schwab ($668M). Armbruster Capital Management has custody of $99M for 31 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $668M100%
At year end, Armbruster Capital Management’s separately managed accounts were mostly in funds (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $671M across 125 positions; the largest are iShares TR (10.5%), Vanguard Wellington FD (9.6%) and Invesco Exchange Traded FD T (6.2%).
What the accounts hold
- Stocks4%
- Funds90%
- Bonds5%
- Cash1%
How many clients does Armbruster Capital Management have?
Armbruster Capital Management has 524 clients and manages $1.06 billion for them, as of July 2026. They include 257 high-net-worth individuals, 205 individual clients, and 30 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Armbruster Capital Management offer?
Armbruster Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Armbruster Capital Management charge?
Armbruster Capital Management charges 0.40%–0.60% a year for its Regular fee schedule. The fee is negotiable.
Which custodians does Armbruster Capital Management use?
Armbruster Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $668M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026
How many financial advisors does Armbruster Capital Management have?
Armbruster Capital Management has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Armbruster Capital Management invest in?
At the end of its last fiscal year, Armbruster Capital Management’s separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds, 4% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Armbruster Capital Management?
Armbruster Capital Management’s direct owners are Mark Armbruster, Christopher Cebula, Omar Armbruster, Amer Armbruster, Nyla Armbruster and Nipa Armbruster, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Armbruster Capital Management get paid?
Armbruster Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Armbruster Capital Management?
Armbruster Capital Management’s main office is at 1250 Pittsford Victor Road, Building 100, Suite 180, Pittsford, NY 14534. Its phone number is 585-381-4180. Its website is armbrustercapital.com.